GS
Griffin Schulz
FLEXINCOME FUND
Westhampton, NY
CRD#: 8134010
Some features on this profile are disabled
GS
Griffin SchulzFLEXINCOME FUND
Professional summary
Griffin Schulz is a registered financial advisor currently at FLEXINCOME FUND located in Westhampton, New York.
Griffin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Griffin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Griffin Schulz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 9, 2025 - Present
FLEXINCOME FUND
RIA
CRD#: 337942
Westhampton, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(10/9/2025)
Current Firm
FF
FLEXINCOME FUND
FLEXINCOME FUND | FLEXINCOME FUND LLC
CRD#: 337942 / SEC#:
New York
Registered Investment Advisory firm - (10/9/2025 Approved)Loading...
Contact information
Main Address
1 Pine Grove Court, Westhampton, NY 11977
Mailing Address
Phone number
(631) 800-4474
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 200,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
